Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,967 | $134,001-22.4% | $112,258-7.4% | $134,509-22.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.52% | 47.15%-64.7pp | 27.47%-45.0pp | 418.13%-435.7pp |
| Employer contribution / active EE | $1,835 | $4,039-54.6% | $3,636-49.5% | $4,741-61.3% |
| Participant deferral / active EE | $3,049 | $5,291-42.4% | $4,728-35.5% | $6,400-52.4% |
| Admin fee / account holder | $2,729 | $7,491-63.6% | $6,411-57.4% | $11,427-76.1% |